+199.8%
TER vs FCUV
-81.1%
+280.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -13.7% | +19.1% | +5.5% |
| 7D | +0.6% | +62.8% | -62.3% | +0.5% |
| 30D | -8.3% | +66.5% | -74.8% | -8.4% |
| 3M | -12.2% | +459.9% | -472.2% | -11.8% |
| 6M | +17.0% | -12.4% | +29.4% | +25.9% |
| YTD | +84.6% | -47.5% | +132.1% | +102.9% |
| 1Y | +199.8% | -80.5% | +280.3% | +271.5% |
| All | +199.8% | -81.1% | +280.9% | +271.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded FCUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling